Virtual FX Tracking will allow your FX Holdings to be displayed as positions with associated P&L on Interactive Brokers platforms. To enable this feature, please take the steps outlined below.
- Log in to Client Portal
- Select the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Trading section
- Click on Virtual FX Tracking
- Select the check box in the top right corner to Enable or Disable Virtual FX Tracking
- Finally press Continue to save your changes.
Once enabled via the above toggle, Interactive Brokers will begin reporting Virtual FX Positions in your account immediately in response to new FX trading activity. Your existing, real currency balances will not change as a result of enabling the Virtual FX Tracking feature. Similarly, disabling Virtual FX Tracking will simply remove all Virtual FX Positions (and related performance metrics) from your account's portfolio, without affecting your account's actual currency balances.
Please be aware that Virtual FX Tracking is not available in all accounts, and its availability (i.e., the availability of this toggle) is affected by both the properties of your account and your use of certain platforms that require Virtual FX Position functionality. Once Virtual FX Tracking is enabled for your account, this toggle will remain visible, permitting you to disable the feature as desired. However, once disabled, the toggle may not be immediately accessible again for re-enabling if the conditions for eligibility are no longer met.